#外资研报
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JPM-胜宏科技 - H：AI 热潮驱动的 PCB 价值增长周期的关键受益者；首次覆盖给予 OW 评级 Victory Giant Technology - H Key beneficiary amid PCB content value growth cycle driven by AI boom; initiate at OW.pdf
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- 本地资源：JPM-胜宏科技 - H：AI 热潮驱动的 PCB 价值增长周期的关键受益者；首次覆盖给予 OW 评级 Victory Giant Technology - H Key beneficiary amid PCB content value growth cycle driven by AI boom; initiate at OW.pdf
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JPM-香港地产行业——旧忧未散，新忧又至 Hong Kong Property After one overhang, here comes another one.pdf
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- 本地资源：JPM-香港地产行业——旧忧未散，新忧又至 Hong Kong Property After one overhang, here comes another one.pdf
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JPM-香港地产行业——旧忧未散，新忧又至 Hong Kong Property After one overhang, here comes another one.pdf
JPM-中国金属行业动态追踪：铜消费持续走弱，铝需求回暖 China Metals Activity Tracker Copper consumption continues to slow, aluminum picks up.pdf
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- 本地资源：JPM-中国金属行业动态追踪：铜消费持续走弱，铝需求回暖 China Metals Activity Tracker Copper consumption continues to slow, aluminum picks up.pdf
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Morgan Stanley-Fed Policy Stance： Implications for China-260610.pdf
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- 本地资源：Morgan Stanley-Fed Policy Stance： Implications for China-260610.pdf
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Morgan Stanley-Fed Policy Stance： Implications for China-260610.pdf
MS-Cerebras Systems_北美：快速推理领域的独特能力带来巨大经济机遇；首次覆盖给予 OW 评级 Cerebras Systems North America Unique capability in fast inference drives large economic opportunity; Initiate at OW.pdf
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- 本地资源：MS-Cerebras Systems_北美：快速推理领域的独特能力带来巨大经济机遇；首次覆盖给予 OW 评级 Cerebras Systems North America Unique capability in fast inference drives large economic opportunity; Initiate at OW.pdf
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MS-存储器健康回调-20260611.pdf
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GS-中国金融服务行业调研总结 CHINA FINANCIAL SERVICES Trip Takeaways：Banks Shift to Defensive Balance Sheet Management; Prefer Brokers on HK ROE and AI Theme; FUTU’s Valuation Undemanding but AUM Growth Key to Watch.pdf
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- 本地资源：GS-中国金融服务行业调研总结 CHINA FINANCIAL SERVICES Trip Takeaways：Banks Shift to Defensive Balance Sheet Management; Prefer Brokers on HK ROE and AI Theme; FUTU’s Valuation Undemanding but AUM Growth Key to Watch.pdf
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GS-中国与日本工程机械出口追踪——2026年4月更新：发达市场需求加速（受中国出口激增拉动）；新兴市场经济体走势分化 CHINA AND JAPAN MACHINERY EXPORT TRACKER Apr 2026 update DM accelerated on strong China exports; mixed EM trends.pdf
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- 本地资源：GS-中国与日本工程机械出口追踪——2026年4月更新：发达市场需求加速（受中国出口激增拉动）；新兴市场经济体走势分化 CHINA AND JAPAN MACHINERY EXPORT TRACKER Apr 2026 update DM accelerated on strong China exports; mixed EM trends.pdf
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JPM-CPO担忧过度致光模块回调-重申超配-20260611.pdf
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- 本地资源：JPM-CPO担忧过度致光模块回调-重申超配-20260611.pdf